Civic Intelligence

Robert R & Joan C Huntley

990PF • Fiscal year 2016 • EIN 31-1556907

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

PO Box 190Chapel Hill, NC 27514

(919) 942-7210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

49th percentile

1.9%

Higher net margin than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$89,579

No earlier filing loaded for comparison.

Net Assets

$89,579

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$16,856

No earlier filing loaded for comparison.

Expenses

$16,529

No earlier filing loaded for comparison.

Net Income

$327

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2016: $89,579Liabilities 2016: $0Net Assets 2016: $89,5792016Assets 2017: $77,442Liabilities 2017: $0Net Assets 2017: $77,4422017Assets 2018: $61,264Liabilities 2018: $0Net Assets 2018: $61,2642018Assets 2019: $60,017Liabilities 2019: $0Net Assets 2019: $60,0172019Assets 2020: $63,648Liabilities 2020: $0Net Assets 2020: $63,6482020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$89,579
Liabilities$0
Net Assets$89,579

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2016: $16,856Expenses 2016: $16,529Net Income 2016: $3272016Revenue 2017: $20,406Expenses 2017: $32,543Net Income 2017: -$12,1372017Revenue 2018: $23,505Expenses 2018: $39,683Net Income 2018: -$16,1782018Revenue 2019: $4,147Expenses 2019: $2,784Net Income 2019: $1,3632019Revenue 2020: $3,709Expenses 2020: $78Net Income 2020: $3,6312020Revenue 2021: $64,105Expenses 2021: $127,753Net Income 2021: -$63,6482021

Highlighted filing

2016

Revenue$16,856
Expenses$16,529
Net Income$327
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN HUNTLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert R & Joan C Huntley
EIN
31-1556907
Phone
9199427210
Address
PO Box 190, Chapel Hill, NC 27514

Signing Officer

Name
Joan Huntley
Title
Trustee
Phone
9199427210
Signed
2017-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Nelson & Company PA
Address
PO Box 52179, Durham, NC 27717
Preparer
Diane Linfors
Phone
9194908585
Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1275140309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2275140309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013574
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06883
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt091501
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018776
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013574
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06691
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0110807
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104116
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Joan Huntley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 190
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Chapel Hill
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027514
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010781
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MASSACHUSETTS REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01088
TaxesSchedule/TaxesDetail/Amt0246
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN HUNTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09199427210
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert R & Joan C Huntley
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0311556907
ReturnHeader/Filer/PhoneNum09199427210
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 190
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027514
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028E05494829C3185DA1623E61B5039A19F1D630D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.143.223.178
ReturnHeader/FilingSecurityInformation/IPDt02017-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:29:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561394660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nelson & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 52179
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Durham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027717
ReturnHeader/PreparerPersonGrp/PhoneNum09194908585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane Linfors
ReturnHeader/ReturnTs02017-04-28T15:50:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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